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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
526
Founders Financial Alliance
North Carolina
$71K +$68.6K +329 New
GEA
527
Glen Eagle Advisors
New Jersey
$70.6K -$2.08K -10 -3%
AIM
528
AIA Investment Management
Singapore
$70K +$26.3K +126 +63%
VFA
529
Valeo Financial Advisors
Indiana
$69K -$224K -1,075 -77%
FCH
530
Freestone Capital Holdings
Washington
$61.8K +$60.2K +289 New
FAM
531
Fred Alger Management
New York
$61K -$3.65M -17,495 -98%
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$61K – – –
BC
533
Barnett & Company
Tennessee
$58K – – –
CA
534
Clearstead Advisors
Ohio
$55K +$5.21K +25 +11%
AS
535
Altshuler Shaham
Israel
$55K +$12.3K +59 +30%
LF
536
Lee Financial
Texas
$51K +$50K +240 New
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$48K -$3.13K -15 -6%
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$47K -$7.09K -34 -13%
FHA
539
First Horizon Advisors
Tennessee
$44K – – –
CB
540
Community Bank
New York
$43K – – –
PP
541
PrairieView Partners
Minnesota
$43K – – –
ADL
542
Asset Dedication LLC
California
$40K +$39K +187 New
NR
543
Newfound Research
Massachusetts
$38K +$37.5K +180 New
FWM
544
Focused Wealth Management
New York
$36K -$14.8K -71 -29%
AWM
545
Avior Wealth Management
Nebraska
$34K +$2.08K +10 +7%
BAMF
546
BI Asset Management Fondsmaeglerselskab
Denmark
$32K +$31.1K +149 New
EP
547
Eudaimonia Partners
Tennessee
$28K +$27.7K +133 New
AW
548
Avion Wealth
Texas
$27K +$26.1K +125 New
ETC
549
Exchange Traded Concepts
Oklahoma
$24K +$16.3K +78 +244%
LFG
550
Larson Financial Group
Missouri
$22K – – –